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S. R. SCHILL & ASSOCIATES, INC.
CRD 105864 · SEC 801-30972
2448 - 76TH AVE SE, SUITE 107, MERCER ISLAND, WA, 98040, United States
Phone
206-275-2700
Fax
206-275-2710
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$143.1M
Discretionary AUM
$142.7M
Team
6 total employees; 3 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 134 | $26.5M |
| High net worth individuals | 61 | $116.6M |
States served
CA, LA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD